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Ideal Life Financial Advisors - Folsom, CA

2240 East Bidwell Street, Suite 110, Folsom, CA 95630   |   (916) 235-4646

 
Living Your Ideal Life Understanding Your Goals The Cycle of Investing

Retirement

Whether you’re about to retire, or just getting started, we can help!

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Investments

We develop our own independent in-house models and strategies tailored to your individual needs.

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Business Owners

We offer insight and information no matter what stage your business is in.

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Helpful Content

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

 

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Rightsizing for Retirement

What does your home really cost?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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